Purchases and Sales Made in Q3 2024 in First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII TCW OPPORTUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-365- 18.58% |
$15.6K - $16.7K
|
1.6K
$68.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-369- 2.56% |
$15.8K - $16.9K
|
14K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-385- 1.91% |
$16.5K - $17.6K
|
19.8K
$848K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-406- 1.47% |
$17.4K - $18.6K
|
27.1K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-455- 26.3% |
$19.5K - $20.8K
|
1.28K
$54.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-459- 5.25% |
$19.7K - $21K
|
8.29K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-499- 3.4% |
$21.4K - $22.8K
|
14.2K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-567- 0.66% |
$24.3K - $25.9K
|
86K
$3.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-651- 0.9% |
$27.9K - $29.8K
|
71.9K
$3.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-675- 2.55% |
$28.9K - $30.9K
|
25.8K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-703- 1.73% |
$30.1K - $32.2K
|
39.9K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-768- 4.0% |
$32.9K - $35.1K
|
18.4K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-769- 8.08% |
$33K - $35.2K
|
8.74K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-774- 1.71% |
$33.2K - $35.4K
|
44.5K
$1.91M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-814- 2.26% |
$34.9K - $37.2K
|
35.1K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 1.64% |
$36K - $38.4K
|
50.2K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-890- 1.06% |
$38.2K - $40.7K
|
83.5K
$3.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 36.14% |
$44.4K - $47.4K
|
1.83K
$78.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.05K- 2.26% |
$44.9K - $47.9K
|
45.2K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1.06K- 5.68% |
$45.5K - $48.6K
|
17.6K
$756K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.07K- 1.13% |
$45.7K - $48.8K
|
93.5K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 3.93% |
$47K - $50.2K
|
26.8K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.12K- 23.72% |
$48K - $51.3K
|
3.6K
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.17K- 6.09% |
$50.3K - $53.7K
|
18.1K
$775K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.18K- 5.24% |
$50.5K - $54K
|
21.3K
$915K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 8.49% |
$62.1K - $66.3K
|
15.6K
$669K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.56K- 25.16% |
$66.9K - $71.4K
|
4.64K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.61K- 12.51% |
$69.1K - $73.8K
|
11.3K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.75K- 1.86% |
$74.8K - $79.9K
|
92K
$3.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.75K- 2.96% |
$75.2K - $80.2K
|
57.4K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 11.32% |
$76.7K - $81.8K
|
14K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.82K- 10.99% |
$78.1K - $83.4K
|
14.8K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.85K- 6.93% |
$79.3K - $84.6K
|
24.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.04K- 6.89% |
$87.3K - $93.2K
|
27.5K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.05K- 1.05% |
$88K - $93.9K
|
192K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.06K- 2.34% |
$88.3K - $94.3K
|
86K
$3.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.43K- 30.9% |
$104K - $111K
|
5.42K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.52K- 31.88% |
$108K - $115K
|
5.38K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.52K- 92.61% |
$108K - $115K
|
201
$8.62K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.7K- 0.21% |
$116K - $123K
|
1.28M
$55M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.83K- 2.63% |
$121K - $129K
|
105K
$4.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.91K- 2.65% |
$125K - $133K
|
107K
$4.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 49.07% |
$126K - $135K
|
3.05K
$131K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-3.01K- 11.04% |
$129K - $138K
|
24.3K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3.23K- 12.07% |
$138K - $148K
|
23.5K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.54K- 3.58% |
$152K - $162K
|
95.2K
$4.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.94K- 10.37% |
$169K - $180K
|
34.1K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.34K- 8.24% |
$186K - $198K
|
48.3K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.4K- 11.03% |
$188K - $201K
|
35.4K
$1.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.48K- 34.52% |
$192K - $205K
|
8.5K
$364K
|